Over the coming weeks we will be deploying our RSM InTime Release v22.04. If you are a user of RSM InTime you will see the blue banner message appear on your homepage once the release is available to you.
...
All previous release notes can be found here: RSM InTime Release Notes
Enhancements:
...
Bespoke Contractor Dashboards Anchor contractordashboard contractordashboard
| contractordashboard | |
| contractordashboard |
A We have introduced a new feature is introduced for the Contractors/Workers to create a custom text on dashboard for specific users differed by financial tag values. If the worker is set with that specific financial tag, that worker will view the custom text and the other workers who does not have the financial tag in their profile will get the default dashboard.
New config is added CustomText.TagName (e.g. Sales Sector).
Steps:
- Set the CustomText.TagName = SalesSector
- Settings > Custom Text > Worker Dashboard > Enter custom text on the dashboard. If the user wishes to use the existing dashboard widgets along with custom text, add [summary]
- For making it visible to specific users, uncheck the option "Visible to all users". The user will be able to see the financial tags (set at the time of Config e.g. SalesSector). Select one option and save template.
- The new worker dashboard will start appearing on the Custom Dashboard along with Worker Default Dashboard.
- Now the workers/contractors with the same financial tags will be able to see custom text (worker dashboard). E.g.,
Note: allowing you to have different custom text homepages for specific contractors, this gives you greater flexibility on the information you want to provide your users with. This is controlled by applying a specific financial tag to your custom text screen, then applying the appropriate financial tag to your contractor. You will have the ability to create multiple custom text screens for various groups.
If you would like this feature enabled please get in touch with our Client Account Management Team.
How does it work?
Custom Text Screen Steps:
Click on the System Configuration Cog in the top righthand corner, within the Appearance panel click on Custom Text
Scroll down to the bottom of the page and select Worker Dashboard under the Dashboard heading. Create your custom text.
If you wish to have the Dashboard widgets available please make sure you enter [summary] below your custom text.
Untick visible to all users and select the appropriate tag value. Click Save Template.
You will see all custom text screens you have set up under the dashboard panel. Any contractor with the same financial tag will see the appropriate custom text screen.
The custom text worker dashboards can be deleted/edited. Workers without any financial tags, will get the default worker dashboard without custom text.
Improvement Descriptions:
...